Boston Trust Equity Fund Quote

BTEFX Fund  USD 45.29  0.38  0.85%   

Performance

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Odds Of Distress

Less than 21

 
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Boston Trust is trading at 45.29 as of the 20th of January 2025; that is 0.85 percent increase since the beginning of the trading day. The fund's open price was 44.91. Boston Trust has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 20th of January 2025. Click here to learn more.
The fund invests, under normal circumstances, at least 80 percent of its assets in a diversified portfolio of domestic equity securities, such as common stock. Boston Trust is traded on NASDAQ Exchange in the United States. More on Boston Trust Equity

Moving together with Boston Mutual Fund

  0.69VTSAX Vanguard Total StockPairCorr
  0.64VFIAX Vanguard 500 IndexPairCorr
  0.69VTSMX Vanguard Total StockPairCorr
  0.69VITSX Vanguard Total StockPairCorr
  0.69VSMPX Vanguard Total StockPairCorr
  0.69VSTSX Vanguard Total StockPairCorr

Moving against Boston Mutual Fund

  0.58BA Boeing Fiscal Year End 29th of January 2025 PairCorr

Boston Mutual Fund Highlights

Fund ConcentrationLarge Blend, Boston Trust Walden Funds, Large Blend, Large Blend (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Boston Trust Equity [BTEFX] is traded in USA and was established 20th of January 2025. The fund is listed under Large Blend category and is part of Boston Trust Walden Funds family. This fund currently has accumulated 210.83 M in assets under management (AUM) with minimum initial investment of 100 K. Boston Trust Equity is currently producing year-to-date (YTD) return of 0.43% with the current yeild of 0.01%, while the total return for the last 3 years was 5.42%.
Check Boston Trust Probability Of Bankruptcy

Instrument Allocation

Top Boston Trust Equity Mutual Fund Constituents

AAPLApple IncStockInformation Technology
ACNAccenture plcStockInformation Technology
BDXBecton Dickinson andStockHealth Care
CMCSAComcast CorpStockCommunication Services
COSTCostco Wholesale CorpStockConsumer Staples
GOOGAlphabet Inc Class CStockCommunication Services
JPMJPMorgan Chase CoStockFinancials
MSFTMicrosoftStockInformation Technology
More Details

Boston Trust Equity Risk Profiles

Boston Trust Against Markets

Other Information on Investing in Boston Mutual Fund

Boston Trust financial ratios help investors to determine whether Boston Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Boston with respect to the benefits of owning Boston Trust security.
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